Pine Valley Investments Ltd Liability Co
Position in NEE — Nextera Energy Inc
CIK 1975417
MARLTON, NJ
Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,033,258
-$354,339 QoQ
Shares Held
57,346
-1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#787
of 2,993 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pine Valley Investments Ltd Liability Co holds $11,266,105 across 11 Utilities - Regulated Electric names. NEE ranks #1 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
57,346 | $5,033,258 | |
| 2 | DUK |
Duke Energy CORP
|
18,664 | $2,362,489 | |
| 3 | SO |
Southern Co
|
10,537 | $1,008,496 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
7,260 | $589,221 | |
| 5 | EXC |
Exelon Corp
|
10,539 | $491,328 | |
| 6 | AEE |
Ameren Corp
|
4,030 | $455,551 | |
| 7 | D |
Dominion Energy, Inc
|
5,757 | $393,145 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
2,291 | $267,520 |
All Filings in NEE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,033,258 | 57,346 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,387,597 | 58,006 | Shares | Sole | 2026-06-08 | |
| 2025-12-31 | $4,709,064 | 58,658 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,505,998 | 59,690 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $4,086,824 | 58,871 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $4,222,350 | 59,562 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $4,283,549 | 59,751 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,952,020 | 58,583 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $4,239,394 | 59,870 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,238,575 | 66,321 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,813,257 | 62,780 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,217,804 | 73,622 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,299,377 | 44,466 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,989,434 | 25,810 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||